← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
476	United Capital Financial Advisors Irving, Texas	$2.35M	+$1.66M	2	0.05%	Increased
477	FSC Fiduciary Services Corp Savannah, Georgia	$2.34M	-$125K	1	0.93%	Reduced
478	HCA Horan Capital Advisors Cincinnati, Ohio	$2.34M	+$2.29M	1	2.25%	New
479	Coastline Trust Providence, Rhode Island	$2.32M	-$44.2K	1	0.62%	Reduced
480	Zurich Cantonal Bank Zurich, Switzerland	$2.32M	+$333K	1	0.07%	Increased
481	L & S Advisors Los Angeles, California	$2.29M	-$2.52M	1	1.22%	Reduced
482	Wilmington Trust National Association Wilmington, Delaware	$2.28M	-$49.7K	2	0.08%	Reduced
483	Caxton Associates (New York) New York	$2.25M	+$2.21M	1	0.14%	New
484	Foresters Investment Management New York	$2.25M	$0	1	0.05%	Maintained
485	GAM Garrison Asset Management Fayetteville, Arkansas	$2.25M	+$8.01K	1	1.76%	Increased
486	Endurance Wealth Management Providence, Rhode Island	$2.23M	+$651K	1	0.43%	Increased
487	Amica Mutual Insurance Providence, Rhode Island	$2.22M	$0	1	0.18%	Maintained
488	NWQ Investment Management Company Los Angeles, California	$2.22M	$0	1	0.02%	Maintained
489	MJP Michael J. Puzo	$2.21M	-$31.7K	2	1.59%	Reduced
490	Ancora Advisors Cleveland, Ohio	$2.2M	+$59K	2	0.31%	Increased
491	Cannell & Co New York	$2.18M	+$2.15M	1	0.07%	New
492	Beacon Trust Morristown, New Jersey	$2.12M	+$303K	1	0.36%	Increased
493	Cambridge Investment Research Advisors Fairfield, Iowa	$2.1M	-$271K	2	0.08%	Reduced
494	Westpac Banking Corp Sydney, Australia	$2.1M	-$840K	1	0.02%	Reduced
495	Atalanta Sosnoff Capital New York	$2.1M	+$374K	1	0.05%	Increased
496	Brian C. Broderick	$2.08M	-$216K	1	1.02%	Reduced
497	North Star Investment Management Chicago, Illinois	$2.07M	+$202K	2	0.43%	Increased
498	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.06M	+$893K	3	0.16%	Increased
499	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.04M	+$26.8K	1	0.02%	Increased
500	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.01M	+$7.37K	1	0.73%	Increased